Broker Check

Our Services

Our Services for Groups and Individuals Include:

Advisory Products

  • Comprehensive Retirement Planning
  • Advisory Exchanged Traded Funds
  • Advisory Managed Mutual Funds Accounts

Investment Advisory Services offered through Interactive Financial Advisors Inc.

Securities

  • College Savings
  • Mutual Funds
  • Variable Annuities
  • Variable Life

Securities offered through Fortune Financial Services, Inc.

Medical & Supplemental Insurance

  • Dental
  • Disability
  • Health
  • Life & Annuities
  • Long Term Care
  • Vision

Property & Casualty Insurance  

Personal Insurance

  • Auto
  • Homeowners
  • Boat
  • Umbrella

Business Insurance

Retirement Plans

  • 401k, Simple, SEP, 403b, 457

Business Owners Insurance

  • General Liability, Workers Compensation, Equipment Coverage, Bonds, Directors & Officers, Errors & Omissions

Employee Benefits

  • Health, Dental, Disability, Life

Key Person Insurance

  • Life, Disability, Business Buy-out, Employer Exit Strategies